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Accel Wealth Management 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Accel Wealth Management
报告期 2026-03-31 · CIK 0001838226
持仓数
290
前50大市值合计
$240.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 16
增持 58
减持 66
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
VTI
VANGUARD TOTAL STK MKT ETF
-$3.2M
3,021
-81%
减持
—
NATIXIS ETF TRUST LOOMIS SAYLES ETF
-$2.9M
2,162
-98%
增持
BCD
ABERDEEN STANDARD INVESTS ETFS ABRDN BLMBRG COMDTY LNGR DATD
+$2.0M
67,693
+240%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
VUG
VANGUARD GROWTH ETF
-$1.8M
2,008
-73%
减持
FPXI
FIRST TRUST EXCH TRADED FUND 2 INTL EQUITY OPP ETF
-$1.5M
32,236
-41%
增持
VTV
VANGUARD VALUE ETF
+$1.2M
10,406
+321%
建仓
PECO
PHILLIPS EDISON & CO INC COM USD0.01
+$840.0K
24,161
增持
XLF
SELECT SECTOR SPDR TRUST FINANCIAL ETF
+$805.0K
23,637
+844%
减持
QQQ
INVESCO QQQ TRUST UNIT SER 1 ETF
-$785.0K
9,530
-10%
减持
VOO
VANGUARD S&P 500 ETF SHS
-$659.0K
1,804
-44%
清仓
CWB
SPDR BLOOMBERG
-$607.0K
0
-100%
增持
TROW
PRICE T ROWE GROUPS COM
+$556.0K
6,750
+179%
增持
FTGC
FIRST TRUST EXCHANGE-TRADED FU FST TR GLB FD ETF
+$516.0K
33,461
+77%
增持
AMZN
AMAZON COM INC COM
+$500.0K
1,006
+20%
减持
IMCG
ISHARES TRUST MRGSTR MD CP GRW ETF
-$429.0K
28,082
-8%
减持
XLI
SELECT SECTOR SPDR TRUST SBI INT-INDS ETF
-$390.0K
226
-94%
建仓
SNA
SNAP-ON INC COM
+$376.0K
1,844
清仓
EWT
ISHARES INC MSCI TAIWAN ETF
-$376.0K
0
-100%
减持
FPX
FIRST TRUST EXCHANGE TRADED FD US EQTY OPPT ETF
-$370.0K
13,376
-11%
增持
VOE
VANGUARD MCAP VL IDXVIP ETF
+$361.0K
23,081
+12%
增持
GLD
SPDR GOLD TRUST GOLD SHS ETF
+$316.0K
12,137
+11%
建仓
—
MORGAN STANLEY FINANCE LLC. NOTE INDEX LNKD
+$300.0K
300
增持
PGF
INVESCO EXCHANGE TRADED FD TR FINL PFD ETF
-$292.0K
177,660
+2%
增持
ANGL
VANECK ETF TRUST FALLEN ANGEL HIGH YLD BD EF
-$286.0K
124,321
+1%
减持
KMI
KINDER MORGAN INC COM
+$284.0K
88,046
-1%
减持
VHT
VANGUARD HEALTH CAR ETF
-$269.0K
6,314
-11%
减持
QTEC
FIRST TRUST PORTFOLIOS SHS ETF
-$266.0K
7,433
-7%
增持
FTSL
FIRST TR EXCHANGE TRADED FD IV SENIOR LN FD ETF
+$265.0K
128,654
+6%
减持
MSFT
MICROSOFT CORP COM
-$255.0K
5,050
-7%
建仓
XYLD
GLOBAL X FDS S&P 500 COVERED ETF
+$241.0K
4,855
增持
VTIP
VANGUARD STRM INFPROIDX ETF
+$236.0K
6,440
+270%
增持
JEPI
JP MORGAN ETF TRUST EQUITY PREMIUM INCOME ETF
+$235.0K
19,084
+30%
清仓
SPYM
SPDR SERIES TRUST PORTFOLIO S&P 500 ETF
-$233.0K
0
-100%
增持
RYLD
GLOBAL X FDS RUSSELL 2000 ETF
+$229.0K
10,918
+703%
减持
BHK
BLACKROCK CORE BOND TRUST SHS BEN INT
-$225.0K
59,839
-2%
减持
VGT
VANGUARD INF TECH ETF
-$219.0K
464
-48%
增持
RVT
ROYCE VALUE TRUST INC COM
-$200.0K
102,582
+3%
减持
PGX
INVESCO EXCHANGE TRADED FUND T PFD ETF
-$197.0K
112,628
-1%
增持
SRLN
SSGA ACTIVE ETF TR BLACKSTONE SENIOR LOAN ETF
+$196.0K
5,714
+336%
增持
JPM
JP MORGAN CHASE & CO COM
-$193.0K
8,698
+1%
减持
DE
DEERE & CO COM
+$192.0K
4,051
-7%
增持
CVX
CHEVRON CORPORATION COM
+$192.0K
4,041
+1%
减持
HD
HOME DEPOT INC COM
-$182.0K
757
-24%
增持
VBK
VANGUARD SML CP GRW ETF
-$180.0K
7,214
+2%
建仓
—
INVESCO EXCHANGE TRADED SELF I BULSHS 2023 HY ETF
+$177.0K
7,228
建仓
SUB
ISHARES TRUST SHRT NAT MUN ETF
+$177.0K
1,698
减持
PTY
PIMCO CORPORATE & INCOME OPP F COM
-$176.0K
156,889
-0%
减持
QCOM
QUALCOMM INC COM
-$174.0K
4,565
-1%
增持
RBLX
ROBLOX CORP COM CL A
-$172.0K
3,398
+7%
减持
AAPL
APPLE INC COM
-$168.0K
25,720
-2%
增持
GOOG
ALPHABET INC COM CL C
+$168.0K
110
+124%
减持
GOOGL
ALPHABET INC COM CL A
-$164.0K
1,155
-2%
增持
PFF
ISHARES TRUST PFD AND INCM SEC ETF
-$164.0K
52,675
+0%
增持
TIPX
SPDR BLOOMBERG 1 10 YEAR TIPS ETF
+$160.0K
15,439
+110%
减持
VOT
VANGUARD MCAP GR IDXVIP ETF
-$159.0K
2,601
-11%
增持
PFFD
GLOBAL X FDS US PFD ETF
-$156.0K
69,226
+1%
减持
SPYG
SPDR SERIES TRUST PRTFLO S&P500 GW ETF
-$154.0K
1,072
-65%
减持
MMM
3M COMPANY COM
-$152.0K
941
-43%
减持
ADM
ARCHER-DANIELS-MIDLAND CO COM
+$146.0K
7,178
-5%
减持
—
ANNALY CAPITAL MANAGEMENT INC COM USD0.01
-$145.0K
6,624
-73%
减持
VCR
VANGUARD CONSUM DIS ETF
-$144.0K
286
-58%
减持
ILCG
ISHARES TRUST MORNINGSTAR GRWT ETF
-$140.0K
9,030
-11%
减持
KCE
SPDR SERIES TRUST S&P CAP MKTS ETF
-$140.0K
11,429
-0%
增持
XLU
SELECT SECTOR SPDR TRUST SBI INT-UTILS ETF
+$139.0K
29,625
+1%
减持
AMD
ADVANCED MICRO DEVICES INC COM
-$138.0K
3,837
-0%
增持
RDVY
FIRST TR EXCHANGE TRADED FD VI RISNG DIVD ACHIV ETF
+$138.0K
43,237
+14%
减持
PYPL
PAYPAL HOLDINGS INC COM
-$137.0K
1,784
-3%
增持
HNDL
STRATEGY SHARES NS 7HANDL IDX ETF
-$136.0K
89,728
+1%
增持
DGRO
ISHARES TRUST CORE DIV GRWTH ETF
+$136.0K
158,561
+6%
增持
—
THE NECESSITY RETAIL REIT INC COM USD0.01 CLASS A
-$135.0K
153,720
+2%
减持
QCLN
FIRST TRUST EXCHANGE-TRADED FU NAS CLNEDG GREEN ETF
-$133.0K
803
-70%
建仓
CDC
VICTORY PORTFOLIOS II VCSHS US EQ INCM ETF
+$130.0K
1,800
清仓
—
CERNER CORP COM
-$130.0K
0
-100%
减持
—
BARCLAYS BANK PLC IPATH SHILLER CAPE ETN CLBL
-$129.0K
160,920
-1%
减持
VO
VANGUARD MID CAP ETF
-$128.0K
2,373
-13%
增持
VDE
VANGUARD ENERGY ETF
+$127.0K
2,351
+42%
减持
CSCO
CISCO SYSTEMS INC COM
-$125.0K
13,130
-3%
清仓
SPMD
SPDR SERIES TRUST PORTFOLIO S&P 400 MID CAP ETF
-$119.0K
0
-100%
增持
DVLU
FIRST TR EXCHANGE TRADED FD VI DORSY WRGH VLU ETF
+$110.0K
16,389
+34%
清仓
IIGD
INVESCO EXCHANGE-TRADED SELF INVT GRD DEFSV ETF
-$107.0K
0
-100%
减持
—
NUVEEN QUALITY PFD INCOME FUND COM
-$106.0K
87,433
-0%
减持
LEN
LENNAR CORP COM CL A
-$105.0K
1,746
-19%
减持
NVDA
NVIDIA CORP COM
-$102.0K
2,784
-3%
增持
—
EXXON MOBIL CORPORATION COM
+$100.0K
3,948
+6%
增持
ABBV
ABBVIE INC COM
+$99.0K
3,069
+4%
清仓
PBW
INVESCO EXCHANGE TRADED FD TR WILDERHIL CLAN ETF
-$99.0K
0
-100%
增持
XEVTX
EATON VANCE TAX-ADVANTAGED DIV COM
+$98.0K
123,635
+5%
减持
AGG
ISHARES TRUST CORE US AGGBD ET ETF
-$97.0K
1,349
-36%
建仓
CEG
CONSTELLATION ENERGY CORP COM
+$96.0K
1,649
减持
SHOP
SHOPIFY INC COM CL A
-$96.0K
121
-8%
增持
NUE
NUCOR CORP COM
+$93.0K
1,979
+12%
增持
LMT
LOCKHEED MARTIN CORP COM
+$85.0K
931
+0%
增持
QYLD
GLOBAL X FDS NASDAQ 100 COVER ETF
+$84.0K
163,975
+8%
增持
VLO
VALERO ENERGY CORP COM
+$84.0K
3,129
+1%
增持
VCSH
VANGUARD SHRT TRM CORP BD ETF
+$83.0K
1,431
+315%
建仓
MOS
MOSAIC CO COM
+$81.0K
1,227
减持
FLGT
FULGENT GENETICS INC COM
-$80.0K
1,930
-4%
增持
RTX
RAYTHEON TECH CORP COM
+$76.0K
5,279
+0%
减持
BLNK
BLINK CHARGING CO COM
-$75.0K
200
-93%
减持
BAC
BANK OF AMERICA CORPORATION COM
-$75.0K
20,402
-0%
减持
FDIS
FIDELITY COVINGTON TRUST MSCI CONSM DIS ETF
-$74.0K
401
-67%
增持
VPU
VANGUARD UTILITIES ETF
+$72.0K
7,994
+1%
建仓
LNG
CHENIERE ENERGY INC COM
+$71.0K
500
增持
TIP
ISHARES TRUST TIPS BD ETF
+$71.0K
11,382
+11%
增持
NTR
NUTRIEN LTD COM
+$70.0K
1,260
+56%
建仓
MARA
MARATHON DIGITAL HOLDINGS INC COM
+$69.0K
2,425
减持
PDP
INVESCO EXCHANGE TRADED FD TR DWA MOMENTUM ETF
-$69.0K
2,053
-18%
增持
MRK
MERCK & CO INC COM
+$69.0K
1,886
+63%
增持
UTF
COHEN & STEERS INFRASTRUCTURE COM
+$67.0K
104,994
+0%
减持
IVV
ISHARES TRUST CORE S&P500 ETF
-$65.0K
211
-38%
减持
MGK
VANGUARD MEGA GRWTH IND ETF
-$65.0K
507
-28%
减持
FDN
FIRST TRUST EXCHANGE-TRADED FU DJ INTERNT IDX ETF
-$63.0K
1,233
-6%
减持
FXL
FIRST TRUST EXCH TRADED FUND 2 TECH ALPHADEX ETF
-$62.0K
1,990
-10%
建仓
KIE
SPDR SERIES TRUST S&P INS ETF
+$61.0K
1,432
减持
COF
CAPITAL ONE FINANCIAL CORP COM
-$61.0K
1,292
-19%
减持
FHLC
FIDELITY COVINGTON TRUST MSCI HLTH CARE I ETF
-$60.0K
2,513
-24%
清仓
XHB
SPDR SERIES TRUST S&P HOMEBUILD ETF
-$59.0K
0
-100%
增持
FTNT
FORTINET INC COM
+$59.0K
600
+50%
增持
DIS
WALT DISNEY COMPANY (THE) COM
-$58.0K
4,137
+2%
清仓
—
FALCON MINERALS CORP COM CL A
-$58.0K
0
-100%
减持
PEP
PEPSICO INC COM
-$58.0K
11,684
-1%
增持
GAB
GABELLI EQUITY TRUST INC COM
+$57.0K
310,466
+6%
建仓
—
ZIM INTEGRATED SHIPPING SERV COM
+$57.0K
800
减持
DHI
DR HORTON INC COM
-$57.0K
753
-28%
减持
IVW
ISHARES TRUST S&P 500 GRWT ETF
-$57.0K
1,851
-22%
增持
PAVE
GLOBAL X FDS US INFR DEV ETF
+$57.0K
19,414
+14%
增持
VNQ
VANGUARD REAL ESTATE ETF
+$56.0K
916
+139%
增持
FCX
FREEPORT-MCMORAN INC COM CL B
+$55.0K
2,751
+35%
增持
EOG
EOG RESOURCES INC COM
+$54.0K
1,666
+1%
增持
LOW
LOWE'S COMPANIES INC COM
-$54.0K
1,203
+4%
减持
FTEC
FIDELITY COVINGTON TRUST MSCI INFO TECH I ETF
-$54.0K
536
-39%
建仓
SHEL
SHELL PLC ADR SPONSORED
+$53.0K
948
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$53.0K
2,748
+14%
减持
COST
COSTCO WHOLESALE CORP COM
-$52.0K
542
-16%
建仓
FXN
FIRST TRUST EXCH TRADED FUND 2 ENERGY ALPHADX ETF
+$52.0K
3,252
减持
VZ
VERIZON COMMUNICATIONS COM
-$52.0K
14,232
-7%
增持
EXC
EXELON CORP COM
-$51.0K
5,085
+0%
减持
MRVL
MARVELL TECHNOLOGY INC COM
-$51.0K
2,857
-2%
清仓
—
MANNING & NAPIER INC COM CL A
-$49.0K
0
-100%
减持
EPS
WISDOMTREE TRUST US LARGECAP FUND ETF
-$48.0K
1,137
-44%
减持
TDIV
FIRST TR EXCHANGE TRADED FD VI NASD TECH DIV ETF
-$48.0K
229
-76%
减持
IUSG
ISHARES TRUST CORE S&P US GWT ETF
-$48.0K
267
-59%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFACTU ADR SPONSORED
-$47.0K
1,307
-13%
减持
LQD
ISHARES TRUST IBOXX INV CP ETF
-$47.0K
2,461
-5%
减持
IJH
ISHARES TRUST CORE S&P MCP ETF
-$47.0K
89
-65%
建仓
TMFG
RBB FUND INC MOTLEY FOOL GLOBAL OPPORTUN
+$46.0K
1,581
增持
KRP
KIMBELL ROYALTY PARTNERS LP UNIT LTD PARTNERSHIP INT
+$46.0K
7,000
+40%
减持
VOOV
VANGUARD 500 VAL IDX FD ETF
-$46.0K
292
-51%
增持
XSVM
INVESCO EXCHANGE TRADED FD TR S&P SMCP VLU MNT ETF
+$46.0K
1,230
+224%
增持
JNJ
JOHNSON & JOHNSON COM
+$45.0K
4,330
+2%
